Telemedicine at its Best Telemedicine at its Best With Justin Di Rezze, M.D. Wednesday, May 13, 2020 0 Justin Di Rezze, M.D., Chief Executive Officer of Theoria Medical and 5-Star Telemed, discusses the rising standard of care through state-of-the-art telemedicine in hospital and senior care... Read more
HomeCare with Compassion HomeCare with Compassion With Emilie Amador, President of AE HomeCare Wednesday, May 13, 2020 0 Emilie Amador, owner of AE HomeCare, shares her background and knowledge in the home care industry. She and her staff proudly serve the elderly community, and consider themselves extended family... Read more
Next Step 4 Seniors Next Step 4 Seniors With Wendy Jones Tuesday, May 12, 2020 0 Wendy Jones, the founder and CEO of Next Steps 4 Seniors discusses key issues regarding hospitals, rehabilitation facilities, assisted living and memory care units. Read more
Virtual Mental Health Therapy Virtual Mental Health Therapy With Dr. Joel Young, Rochester Center for Behavioral Medicine Tuesday, May 12, 2020 0 Joel Young, M.D., Director and Founder of the Rochester Center for Behavioral Medicine discusses Virtual Therapy during the Coronavirus pandemic, and the future of therapy in general. Read more
Laurie Blume / Wednesday, March 11, 2020 / Categories: Financial, Advance Planning Choosing A Financial Advisor Tips and Advice What are seven key issues to consider when choosing a financial advisor? Do not hire the first financial advisor you meet. Interview at least a few advisors before picking the best one for you. Choose an advisor whose specialty will meet your needs. For those of us who are gracefully greying it is important to find someone who specializes in retirement planning. Pick an advisor whose strategy is compatible with your needs. How conservative should you be? Do you want to go into stocks, bonds, index funds, a blend? These are all important issues to discuss with a prospective advisor. Always check references. Ask about credentials. What tests has the financial advisor passed. What are his or her certifications? Be careful of branding. Just because an advisor is with a major investment house, does not necessarily mean that he or she will meet your needs. Understand how the advisor is paid. Is it a flat rate, a percentage of your assets under management? Will it be based upon commissions by mutual funds? This can be a serious conflict of interest. Be wary of churning an account to generate fees. These are just some basic points. They are important especially when it is dealing with your future and financial health. How to Choose a Financial Planner is an interesting article published by the WSJ that is worth the read. Print 22708 Tags: Financial Financial Planning More links How to Choose a Financial Advisor - NerdWallet How to Choose a Financial Planner - The Wall Street Journal How to Choose a Financial Advisor - U.S. News How to Choose a Financial Planner - AARP How to Choose a Financial Adviser - Kiplinger Related articles Key Financial Tips - Don’t Panic! A Tale of Two Losses: Your Memory & Your Money Can't Pay Your Taxes? The Perils of Caregiving: Protecting Finances Daily Money Management The Cost of Long-Term Care Reverse Mortgages for Seniors Saving for the 3 Stages of Retirement Seniors and Reverse Mortgages Don't Panic!